Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,000 $18.9K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,464 $16.8K <0.01% +4,302 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,016 $15.1K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,800 $14.3K <0.01% new 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,500 $13.2K 0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,386 $12.8K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,293 $12.4K <0.01% +1,046 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,268 $12.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,975 $12K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,145 $11.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,562 $9.66K <0.01% +678 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,500 $9.43K 0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,337 $8.81K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,229 $8.36K <0.01% +250 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,050 $7.73K <0.01% -150 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,986 $7.73K <0.01% -2,090 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,000 $7.54K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,692 $6.38K <0.01% -288 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,601 $6.04K <0.01% -121 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,520 $5.93K <0.01% +20 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,500 $5.66K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,500 $5.66K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,353 $5.1K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,267 $4.78K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,246 $4.69K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,175 $4.43K <0.01% -125 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,141 $4.3K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 935 $4K <0.01% -108 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $3.77K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,000 $3.77K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $3.77K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 973 $3.67K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 814 $3.07K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 809 $3.05K <0.01% +71 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 750 $2.83K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 748 $2.82K <0.01% +616 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 738 $2.78K <0.01% -1,050 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 710 $2.68K <0.01% +75 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 615 $2.32K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 479 $2K <0.01% -100 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 416 $2K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 500 $1.89K <0.01% 0 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 464 $1.75K <0.01% +170 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 407 $1.53K <0.01% -34 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 375 $1.41K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 350 $1.32K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 352 $1.18K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 300 $1.13K <0.01% new 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 240 $905 <0.01% +50 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 237 $893 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 230 $867 <0.01% -269 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 224 $844 <0.01% +28 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 214 $807 <0.01% -10,103 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 213 $803 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 208 $785 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 154 $581 <0.01% +4 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 147 $555 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 137 $517 <0.01% new 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 115 $434 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 105 $396 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $377 <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 94 $355 <0.01% -137 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 71 $268 <0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 64 $241 <0.01% +39 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 61 $230 <0.01% -172 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 54 $204 <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 50 $189 <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 49 $187 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41 $155 <0.01% -831 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 39 $147 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 26 $98 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 22 $83 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 21 $79 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 18 $68 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12 $46 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 81 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -9,850 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.